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Livermore
Livermore
ZHEN

Old Well Partners, LLC

SEC CIK
0001802131
Latest filing
Nov 13, 2025

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Aug 19, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
41
+6 vs. Q3 2023
Portfolio value
$107.4M
−$7.97M (−6.9%) vs. Q3 2023
Filed
Aug 19, 2024
AmendedSEC
Holdings of Old Well Partners, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MELIMercadolibre IncCOM8,382$13.2M12.3%−500−5.6%ReducedHistory
PDDPDD Holdings Inc.SPONSORED ADS57,939$8.48M7.9%−38,061−39.6%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A976,000$8.13M7.6%−89,900−8.4%ReducedHistory
KKRKKR & Co. Inc.COM79,623$6.60M6.1%−4,550−5.4%ReducedHistory
AMZNAmazon Com IncStock34,701$5.27M4.9%−2,250−6.1%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS284,501$4.61M4.3%−206,989−42.1%ReducedHistory
QFINQfin Holdings, Inc.AMERICAN DEP264,200$4.18M3.9%−22,100−7.7%ReducedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR53,800$3.94M3.7%−4,200−7.2%ReducedHistory
FRSHFreshworks Inc.Stock160,670$3.77M3.5%−102,500−38.9%ReducedHistory
WNS Hldgs Ltd92932M101SPON ADR56,073$3.54M3.3%−22,200−28.4%Reduced–
SESea LtdSPONSORD ADS84,700$3.43M3.2%+84,700NewHistory
GGenpact LTDSHS97,831$3.40M3.2%−37,900−27.9%ReducedHistory
XYZBlock, Inc.CL A42,400$3.28M3.1%−1,000−2.3%ReducedHistory
JDJD.com, Inc.SPON ADS CL A113,517$3.28M3.1%−60,100−34.6%ReducedHistory
TCOMTrip.com Group LtdADS90,900$3.27M3.0%+90,900NewHistory
RPCRidgepost Capital, Inc.CL A COM285,315$2.92M2.7%+36,333+14.6%AddedHistory
LEGNLegend Biotech CorpSPONSORED ADS42,001$2.53M2.4%−3,199−7.1%ReducedHistory
CPNGCoupang, Inc.CL A155,400$2.52M2.3%−43,700−21.9%ReducedHistory
BILIBilibili Inc.SPONS ADS REP Z198,690$2.42M2.3%−16,387−7.6%ReducedHistory
XPXP Inc.CL A79,400$2.07M1.9%−42,400−34.8%ReducedHistory
GOOGAlphabet Inc.Stock13,500$1.90M1.8%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock5,100$1.82M1.7%00.0%UnchangedHistory
ONCBeOne Medicines Ltd.ADR9,638$1.74M1.6%−9,527−49.7%ReducedHistory
CRMSalesforce, Inc.Stock5,200$1.37M1.3%+500+10.6%AddedHistory
SMWBSimilarweb Ltd.SHS247,417$1.32M1.2%−5,940−2.3%ReducedHistory
NETCloudflare, Inc.CL A COM15,600$1.30M1.2%−8,600−35.5%ReducedHistory
APOApollo Global Management, Inc.COM13,800$1.29M1.2%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock20,500$1.22M1.1%+1,800+9.6%AddedHistory
BILLBILL Holdings, Inc.Stock12,400$1.01M0.9%+3,000+31.9%AddedHistory
UIUbiquiti Inc.COM5,929$827.5K0.8%+5,929NewHistory
AMKRAmkor Technology, Inc.COM24,000$798.5K0.7%00.0%UnchangedHistory
NUVLNuvalent, Inc.COM4,100$301.7K0.3%−1,700−29.3%ReducedHistory
ACADAcadia Pharmaceuticals IncCOM8,208$257.0K0.2%+8,208NewHistory
RYTMRhythm Pharmaceuticals, Inc.COM4,600$211.5K0.2%+4,600NewHistory
AMAMAmbrx Biopharma, Inc.COM14,400$205.1K0.2%+14,400NewHistory
RCKTRocket Pharmaceuticals, Inc.COM6,688$200.4K0.2%+6,688NewHistory
ZYMEZymeworks Inc.COM19,200$199.5K0.2%00.0%UnchangedHistory
TNGXTango Therapeutics, Inc.COM18,400$182.2K0.2%+18,400NewHistory
FOLDAmicus Therapeutics, Inc.COM12,700$180.2K0.2%+12,700NewHistory
LIANYLianBioSPONSORED ADS32,200$143.9K0.1%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM10,300$110.5K0.1%00.0%UnchangedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Old Well Partners, LLC in Q4 2023
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$5.85M–

Sold out since Q3 2023 (3)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Old Well Partners, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
TSMTaiwan Semiconductor Manufacturing Co LtdADR44,000$3.82M3.3%History
BABAAlibaba Group Holding LtdADR40,700$3.53M3.1%History
NCNOnCino, Inc.COM32,300$1.03M0.9%History